Patler Reggie Levasseur
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Robinhood Financial, LLCJul 2021 to Jul 2022
- StudentFeb 2021 to Jul 2021
- Silbar SecurityJan 2021 to Feb 2021
- Bed Bath & BeyondJun 2019 to Dec 2020
- Endeavor Metals GroupJan 2019 to May 2019
- StudentAug 2018 to Jan 2019
- Regal Royal Palm Beach CinemasJun 2018 to Aug 2018
- StudentJan 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7401143
- Firm CRD
- 104555